Atria Investments LLC Incresed Positions in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
6.05K
+ 1.44%
$354.56 - $497.45 $2.14M - $3.01M
425K $211M
NVDA
Nvidia Corp

Technology
29.5K
+ 3.23%
$94.31 - $157.99 $2.78M - $4.66M
942K $149M
AVGO
Broadcom Inc.

Technology
4.1K
+ 1.59%
$146.29 - $275.65 $600K - $1.13M
262K $72.2M
META
Meta Platforms, Inc.

Communication Services
4.91K
+ 3.84%
$484.66 - $738.09 $2.38M - $3.62M
133K $98M
EFV
Msci Eafe Value ETF

ETFs
302K
+ 54.98%
$52.4 - $64.65 $15.8M - $19.5M
850K $53.9M
NFLX
Netflix Inc

Communication Services
874
+ 1.85%
$855.86 - $1339.13 $748K - $1.17M
48K $64.3M
GLD
Spdr Gold Trust

ETFs
40.6K
+ 25.9%
$273.71 - $316.29 $11.1M - $12.9M
198K $60.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.59K
+ 3.89%
$416.06 - $551.64 $2.33M - $3.09M
149K $82.4M
IEMG
Ishares Inc

ETFs
266K
+ 30.74%
N/A
1.13M $60.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
114K
+ 694.79%
$82.32 - $112.47 $9.37M - $12.8M
130K $14.6M
SJNK
Spdr Bloomberg Short Term High

ETFs
499K
+ 234.69%
$24.12 - $25.48 $12M - $12.7M
711K $18.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
101K
+ 34.68%
$72.96 - $90.39 $7.4M - $9.17M
394K $35.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
44.8K
+ 499.79%
$171.4 - $227.1 $7.68M - $10.2M
53.8K $12.2M
XLK
Technology Sector Spdr

ETFs
24.9K
+ 31.33%
$179.73 - $253.23 $4.47M - $6.29M
104K $26.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
94.3K
+ 105.78%
$96.84 - $99.46 $9.14M - $9.38M
184K $18.2M
OACP
Unified Ser Tr Oneascent Core

ETFs
388K
+ 23.2%
$22.32 - $22.91 $8.65M - $8.88M
2.06M $46.9M
IVE
Ishares S&P 500 Value ETF

ETFs
41.3K
+ 27.13%
$168.34 - $195.42 $6.94M - $8.06M
193K $37.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.33K
+ 2.91%
$496.48 - $617.85 $1.65M - $2.06M
118K $72.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
27.8K
+ 9.36%
$152.42 - $182.82 $4.24M - $5.09M
325K $59.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
72.5K
+ 9.01%
$43.53 - $54.46 $3.16M - $3.95M
877K $47.8M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
233K
+ 3779.72%
$35.98 - $37.53 $8.38M - $8.74M
239K $8.74M
OEF
Ishares S&P 100 ETF

ETFs
31.1K
+ 70.3%
N/A
75.5K $20.1M
RDVY
First Trust Rising Dividend Ac

ETFs
101K
+ 127.22%
$51.6 - $62.74 $5.22M - $6.34M
181K $11.3M
IEFA
Ishares Tr

ETFs
21.6K
+ 3.58%
$67.83 - $84.09 $1.46M - $1.81M
624K $52.1M
NOW
Service Now, Inc.

Technology
1.25K
+ 5.72%
$721.65 - $1040.18 $902K - $1.3M
23.1K $23.8M
FDD
First Trust Stoxx European Sel

ETFs
405K
+ 3906.97%
$12.08 - $15.54 $4.89M - $6.29M
415K $6.45M
EMB
Ishares Tr

ETFs
65.8K
+ 147.92%
$86.54 - $92.62 $5.69M - $6.09M
110K $10.2M
DIS
Walt Disney CO

Communication Services
15.1K
+ 8.94%
$81.72 - $124.01 $1.23M - $1.87M
184K $22.8M
INTU
Intuit Inc

Technology
3.09K
+ 14.61%
$544.07 - $787.63 $1.68M - $2.44M
24.3K $19.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
255K
+ 497.55%
$22.4 - $23.8 $5.72M - $6.08M
307K $7.3M
VTI
Vanguard Total Stock Market Et

ETFs
9.94K
+ 9.43%
$243.75 - $303.93 $2.42M - $3.02M
115K $35M
VCIT
Vanguard Intermediate Term Cor

ETFs
68.8K
+ 89.83%
$79.56 - $82.92 $5.47M - $5.7M
145K $12.1M
VGT
Vanguard Information Technolog

ETFs
5.23K
+ 33.71%
$470.37 - $663.28 $2.46M - $3.47M
20.7K $13.8M
PM
Philip Morris International Inc.

Consumer Defensive
6.7K
+ 3.98%
$149.23 - $184.95 $999K - $1.24M
175K $31.9M
SHOP
Shopify Inc.

Technology
13.3K
+ 7.49%
$76.89 - $115.35 $1.02M - $1.53M
191K $22M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
68.1K
+ 1218.01%
$59.24 - $71.39 $4.03M - $4.86M
73.6K $5.25M
ETN
Eaton Corp PLC

Industrials
989
+ 1.89%
$246.52 - $356.99 $244K - $353K
53.4K $19.1M
WFC
Wells Fargo & Company

Financial Services
35.1K
+ 15.33%
$60.98 - $80.12 $2.14M - $2.81M
264K $21.2M
C
Citigroup Inc

Financial Services
14.7K
+ 6.44%
$58.13 - $85.12 $856K - $1.25M
243K $20.7M
UBER
Uber Technologies, Inc

Technology
21.1K
+ 17.31%
$64.62 - $93.3 $1.36M - $1.97M
143K $13.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
73.5K
+ 13.27%
$22.27 - $29.21 $1.64M - $2.15M
628K $18.3M
IDXX
Idexx Laboratories Inc

Healthcare
7.78K
+ 379.51%
$361.04 - $536.34 $2.81M - $4.17M
9.83K $5.27M
SCHW
Schwab Charles Corp

Financial Services
26.2K
+ 17.0%
$69.06 - $91.24 $1.81M - $2.39M
181K $16.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66.2K
+ 16.38%
$32.66 - $40.75 $2.16M - $2.7M
470K $19M
PVAL
Putnam ETF Tr Putnam Focused L
99.7K
+ 71.63%
$33.6 - $40.23 $3.35M - $4.01M
239K $9.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
74.2K
+ 72.03%
$51.14 - $57.0 $3.79M - $4.23M
177K $10.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.96K
+ 3.29%
$180.84 - $240.32 $535K - $710K
92.8K $22.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
26.9K
+ 61.38%
$105.69 - $140.64 $2.84M - $3.78M
70.7K $9.36M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
79.6K
+ 26.85%
$49.79 - $50.75 $3.96M - $4.04M
376K $19.1M
Activity Summary
Buys All Purchases 1158 New Holdings 211 Increased Positions 947 Sells All Sells 817 Reductions 817 Sold out 0 Options Calls 0 Puts 0
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